Purchases and Sales Made in Q2 2025 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-246- 2.58% |
$8.7K - $10.5K
|
9.29K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-260- 4.48% |
$9.19K - $11.1K
|
5.54K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-271- 0.47% |
$9.58K - $11.6K
|
57.9K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-273- 3.21% |
$9.65K - $11.7K
|
8.24K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-308- 2.09% |
$10.9K - $13.1K
|
14.4K
$666K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-316- 1.98% |
$11.2K - $13.5K
|
15.6K
$724K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-358- 73.97% |
$12.7K - $15.3K
|
126
$5.83K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-359- 2.57% |
$12.7K - $15.3K
|
13.6K
$631K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-371- 13.45% |
$13.1K - $15.8K
|
2.39K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-390- 4.26% |
$13.8K - $16.6K
|
8.77K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-390- 1.58% |
$13.8K - $16.6K
|
24.3K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-391- 5.0% |
$13.8K - $16.7K
|
7.44K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-421- 1.54% |
$14.9K - $18K
|
26.9K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-422- 11.83% |
$14.9K - $18K
|
3.14K
$146K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-439- 7.64% |
$15.5K - $18.7K
|
5.31K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-440- 2.24% |
$15.6K - $18.8K
|
19.2K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-464- 0.4% |
$16.4K - $19.8K
|
116K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-484- 0.76% |
$17.1K - $20.7K
|
63.1K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-500- 7.43% |
$17.7K - $21.3K
|
6.23K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-503- 9.68% |
$17.8K - $21.5K
|
4.69K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-525- 5.09% |
$18.6K - $22.4K
|
9.78K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-527- 8.29% |
$18.6K - $22.5K
|
5.83K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 1.33% |
$18.9K - $22.8K
|
39.8K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-559- 23.48% |
$19.8K - $23.9K
|
1.82K
$84.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-566- 5.59% |
$20K - $24.2K
|
9.55K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-570- 5.97% |
$20.1K - $24.3K
|
8.98K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-572- 4.98% |
$20.2K - $24.4K
|
10.9K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-579- 0.77% |
$20.5K - $24.7K
|
74.3K
$3.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-593- 3.76% |
$21K - $25.3K
|
15.2K
$703K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-626- 1.46% |
$22.1K - $26.7K
|
42.1K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-642- 3.18% |
$22.7K - $27.4K
|
19.6K
$905K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-651- 7.01% |
$23K - $27.8K
|
8.63K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-674- 6.79% |
$23.8K - $28.8K
|
9.25K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-674- 8.48% |
$23.8K - $28.8K
|
7.27K
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-724- 4.29% |
$25.6K - $30.9K
|
16.2K
$748K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-730- 6.2% |
$25.8K - $31.2K
|
11K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-741- 10.54% |
$26.2K - $31.6K
|
6.29K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-768- 11.04% |
$27.1K - $32.8K
|
6.19K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 8.14% |
$29.3K - $35.4K
|
9.37K
$434K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-852- 5.64% |
$30.1K - $36.4K
|
14.3K
$660K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-857- 7.27% |
$30.3K - $36.6K
|
10.9K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-867- 3.92% |
$30.6K - $37K
|
21.2K
$983K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-890- 9.96% |
$31.5K - $38K
|
8.04K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-893- 6.83% |
$31.6K - $38.1K
|
12.2K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-898- 5.55% |
$31.7K - $38.3K
|
15.3K
$707K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-916- 2.95% |
$32.4K - $39.1K
|
30.1K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-921- 10.25% |
$32.6K - $39.3K
|
8.07K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-922- 0.61% |
$32.6K - $39.4K
|
151K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-922- 1.61% |
$32.6K - $39.4K
|
56.4K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-926- 2.34% |
$32.7K - $39.5K
|
38.7K
$1.79M
|